See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,638 | $209,411-35.7% | $178,490-24.6% | $158,922-15.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 23.67% | 188.75%-165.1pp | 151.07%-127.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $6,275 | $5,706+10.0% | $5,011+25.2% | $4,761+31.8% |
| Participant deferral / active EE | $14,084 | $5,954+136.5% | $5,202+170.8% | $5,982+135.4% |
| Admin fee / account holder | $66 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |